Pamela A. Jacobs

Pamela A. Jacobs BS, CFP®

Co-Founder & Managing Partner
Certified Financial Planner™

Pamela loves helping people, especially women going through a life-changing transition, whether it be a career change, divorce, or the death of a loved one.

She comes to the table as a partner and uses her decades of experience to guide her clients with a caring heart and open ear. Pamela is the sounding board for many of her clients, giving them confidence and support, so they feel empowered in making financial decisions that are unique to their needs.

She delves into all areas of need for clients from portfolio management, various types of insurance protection, tax planning tactics, retirement strategies, and family legacy plans.

Pamela has worked in the finance industry since 1996 and has a BS degree from the University of San Francisco in Applied Economics.

She lives in the East Bay with her husband Mondo, energetic son Logan and their demanding Maine coon Mollie. She loves the outdoors, traveling, and spending time with family and friends.

Start a conversation to see if we’re a good fit

"I watch the money"

is Pamela's mantra. She diligently assesses her clients' financial needs, enabling them to pursue their goals without concerns.

Download Long Term Care Brochure
Read: Ready for Retirement Case Study

"A great client fit for me is a widow or widower"

Our task is to be a human with them first.

Read: Life Transitions Case Study
Read: Spouse Passing Case Study